ALERA INVESTMENT ADVISORS, LLC – Transaction History
ALERA INVESTMENT ADVISORS, LLC portfolio value:
435,000
portfolio value
ALERA INVESTMENT ADVISORS, LLC quarter portfolio value change:
-0.27%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.37% | 57 shares | 0 | 15.44K | |
| Q2 2022 | share | Increase | +21.11% | 2.68K shares | 38K | 15.39K | |
| Q1 2022 | share | Increase | +28.77% | 2.83K shares | 77K | 12.70K | |
| Q4 2021 | share | Decrease | -1.54% | -154 shares | 8K | 9.86K | |
| Q3 2021 | share | Increase | +0.41% | 41 shares | 0 | 10.02K | |
| Q2 2021 | share | Increase | +3.91% | 376 shares | 20K | 9.98K | |
| Q1 2021 | share | Increase | +10.52% | 914 shares | 40K | 9.60K | |
| Q4 2020 | share | Decrease | -25.32% | -2.94K shares | -50K | 8.69K | |
| Q3 2020 | share | Decrease | -0.21% | -24 shares | 12K | 11.63K | |
| Q2 2020 | share | Decrease | -5.71% | -706 shares | 25K | 11.66K | |
| Q1 2020 | share | Increase | 0.00% | 12.36K shares | 265K | 12.36K |